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Summit Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Summit Investment Advisors’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$262K Buy
1,955
+18
+0.9% +$2.41K 0.22% 51
2025
Q1 		$249K Buy
1,937
+16
+0.8% +$2.06K 0.22% 51
2024
Q4 		$261K Buy
+1,921
New +$261K 0.23% 47